Jeff Yass’s Jacob Forward ETF JFWD Stock Holding History

Jeff Yass’s Portfolio JFWD Stock Details JFWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-18,529	Closed	-$186K	–	13292
2024 Q2	$186K	Buy	+18,529	New	+$187K	﹤0.01%	10472
2023 Q4	–	Sell	-10,933	Closed	-$83.6K	–	13492
2023 Q3	$83.6K	Buy	+10,933	New	+$95.1K	﹤0.01%	11045

Other funds holding JFWD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Jeff Yass's JFWD Position: Q3 2024 in Review

Jeff Yass sold out of Jacob Forward ETF (JFWD) in Q3 2024, closing a stake of 18,529 shares — an estimated $186K sold.

Jeff Yass first reported a position in JFWD in Q3 2023 and held it in 2 quarters. The position peaked at $186K in Q2 2024. 3 funds tracked by Wall St. Rank hold JFWD as of Q3 2024.

Jeff Yass reported no remaining Jacob Forward ETF position as of Q3 2024 after selling out during the quarter.
Jeff Yass sold 18,529 Jacob Forward ETF shares in Q3 2024, an estimated $186K.
Jeff Yass first reported a position in Jacob Forward ETF in Q3 2023 and held it in 2 quarters.
Jeff Yass's Jacob Forward ETF position peaked at $186K in Q2 2024.
3 funds tracked by Wall St. Rank held Jacob Forward ETF as of Q3 2024.

Based on Susquehanna International Group's 13F filing for Q3 2024, filed 14 Nov 2024.